CMBA
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C.M. Bidwell & Associates’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

C.M. Bidwell & Associates’s Portfolio CMDY Stock Details CMDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-310
Closed -$17K – 499
2022
Q3 		$17K Hold
310
– – 0.01% 331
2022
Q2 		$18K Hold
310
– – 0.01% 329
2022
Q1 		$19K Buy
+310
New +$17.5K 0.01% 335

Other funds holding CMDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

C.M. Bidwell & Associates's CMDY Position: Q4 2022 in Review

C.M. Bidwell & Associates sold out of iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q4 2022, closing a stake of 310 shares — an estimated $17K sold.

C.M. Bidwell & Associates first reported a position in CMDY in Q1 2022 and held it in 3 quarters. The position peaked at $19K in Q1 2022. 91 funds tracked by Wall St. Rank hold CMDY as of Q4 2022.

  • C.M. Bidwell & Associates reported no remaining iShares Bloomberg Roll Select Commodity Strategy ETF position as of Q4 2022 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 310 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q4 2022, an estimated $17K.
  • C.M. Bidwell & Associates first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q1 2022 and held it in 3 quarters.
  • C.M. Bidwell & Associates's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $19K in Q1 2022.
  • 91 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q4 2022.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2022, filed 10 Feb 2023.